Plan Snapshot
- Plan Sponsor: F.B. Heron Foundation
- Sponsor EIN: 133647019
- Sponsor Address: P.O. BOX 9438, NEW HAVEN, CT, 06534
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $6.8M | $158,487 | $114,262 |
| 2023 | 7 | $6.3M | $245,812 | $139,744 |
| 2022 | 12 | $5.2M | $334,690 | $178,000 |